MCA

MSH Capital Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.01M
3
+$955K
4
AAPL icon
Apple
AAPL
+$861K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$734K

Top Sells

1
+$1.43M
2
+$685K
3
+$635K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$553K
5
ULTA icon
Ulta Beauty
ULTA
+$424K

Sector Composition

1 Technology 9.25%
2 Financials 8.68%
3 Consumer Staples 4.89%
4 Healthcare 4.85%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.98%
19,416
+105
27
$2.74M 0.91%
24,786
+510
28
$2.71M 0.91%
22,445
+455
29
$2.68M 0.89%
52,965
30
$2.66M 0.89%
14,621
+1,395
31
$2.52M 0.84%
15,706
+1,655
32
$2.45M 0.82%
13,424
33
$2.45M 0.82%
9,793
34
$2.45M 0.82%
38,264
+33,716
35
$2.36M 0.79%
12,947
+94
36
$2.35M 0.79%
12,162
+237
37
$2.32M 0.78%
21,098
+257
38
$2.22M 0.74%
47,940
+8,030
39
$2.2M 0.74%
4,594
+102
40
$2.19M 0.73%
17,081
+245
41
$2.17M 0.73%
14,874
-619
42
$2.15M 0.72%
31,698
-533
43
$2.12M 0.71%
17,144
+3,424
44
$2.11M 0.71%
51,183
-141
45
$2.07M 0.69%
17,992
+380
46
$2.06M 0.69%
49,519
+2,636
47
$2.06M 0.69%
21,141
+355
48
$1.98M 0.66%
16,684
+72
49
$1.95M 0.65%
21,749
+738
50
$1.93M 0.65%
40,652
+94
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